Bannerman Wealth
Bannerman Wealth is a premier, full service, wealth management firm that specializes in working with individuals and small business owners. Our team helps families transition from the accumulation stage to the distribution stage of their financial lives
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Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JG
Jacquelyn Girling
Director of Financial Planning · Finance & Accounting
EmailPhone - JB
Josh Bannerman
Certified Financial Planner - Founder & Managing Partner · Other
EmailPhone - JD
Jan Debus
Director of Client Services · Customer/Client Service
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Bannerman Wealth
3 distinct titles indexed · top 3 shown.
- 1certified financial planner - founder & managing partner
- 1director of client services
- 1director of financial planning
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